How to capture lead source in HubSpot Forms

How to capture lead source in HubSpot Forms

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Track the source of your leads (free trial)

Is understanding the origin of your leads from HubSpot Forms a challenge you’re facing?

With this easy strategy, it’s simple to find out where your leads come from in HubSpot Forms.

Ultimately, this insight will lead to improved marketing performance, driving increased leads, sales, and revenue.

Ready to dive in!

How to track the source of lead in HubSpot Forms

1. How LeadSources collects the lead source data

Leadsources delivers a simple solution for tracking lead origins effectively. After installation on your website, it monitors as many as 7 lead sources for each lead you generate.

Leadsources gathers critical visitor information using cookies and UTM parameters during each visit to your site.

It gathers significant lead source insights including channel, source, campaign, keyword, the content they came from, along with the landing page and landing page subfolder.

After submitting a form, the lead’s contact details (like email and name) are sent to HubSpot Forms, alongside the source data collected by Leadsources (channel, source, etc.).

2. How LeadSources passes the lead source data into HubSpot Forms

Get started by these 3 easy steps:

  1. Sign up for a free account at Leadsources.io today.
  2. Add the tracking code from Leadsources to your site—follow this guide.
  3. Use hidden fields in your HubSpot Forms form to collect lead source information—see this article for more insights.

You’re now ready to monitor the source of your leads! 🎉

After a visitor completes a form in HubSpot Forms, Leadsources populates the hidden fields with essential lead source insights:

  • Channel
  • Source
  • Campaign
  • Term
  • Content
  • Landing page
  • Landing page subfolder

This information will be included in your submission records, together with the lead’s personal details (name, email, etc.).

This method provides the ability to accurately identify lead sources for every individual lead.

How to analyze the lead source data

What data is tracked in HubSpot Forms?

LeadSources ensures that you can monitor 7 different types of data for every lead effectively:

Lead source dataDefinition
ChannelThis platform sorts leads according to traffic type into 10 channels: Paid Search, Organic Search, Email Campaigns, Paid Social, Organic Social, Referrals, Direct Traffic, Affiliates, Display Advertising, and Other.
SourceAssigns the particular source or platform responsible for directing traffic to your page. For instance, within “Organic Social,” the source could be LinkedIn, Instagram, etc.
CampaignIdentifies the name of the specific marketing campaign responsible for lead generation. For instance, if you’re managing multiple SEO campaigns, you can identify the exact campaign from which your leads originated.
TermThe keyword that a campaign targets for maximum impact. For example, in a Google Ads campaign named “Search campaign personal insurance,” LeadSources.io will classify your leads based on keywords like “Personal insurance in Chicago,” “Personal insurance in Denver,” etc.
ContentThe exact part of your advertisement that resonated with the audience.
Landing PageThe URL of the landing page where the lead initiated their journey. For example, domain.com/services/personal-insurance-denver.
Landing Page SubfolderThe defined subfolder in the landing page URL that is important for tracking. For example, if a user navigates to domain.com/services/personal-insurance-denver, the noted subfolder would be “services.”

Creating your first performance reports

1. Leads source reports

Find out where your leads come from by looking at detailed lead reports that give you helpful information for your strategies.

Leads by channel

Begin by focusing on the channels that produce the highest lead volumes through efficient categorization of your leads.

Leads by campaign

Next, focus on one channel, such as Organic Search, and categorize your organic leads by specific campaigns to clarify which campaign successfully attracts the most leads.

Leads by keyword

The ultimate step in evaluating a campaign’s effectiveness is to analyze the leads based on their keywords and advertising channels in the reports called “Number of leads by keyword” and “Number of leads by advertisement.”

2. Sales source reports

You have identified the most effective advertisements and keywords for lead generation; however, does this insight ultimately lead to an increase in your revenue?

Using a CRM to handle your HubSpot Forms leads lets you identify which leads turned into paying customers while generating sales reports by channel, source, landing page, etc., and if you lack a CRM, GoHighLevel is available for you.

Check the following example:

ChannelsSearch PaidSocial Paid
Leads5075
Sales56
Average order value$150$100
Revenue$750$600

Once you rolled out your advertising campaigns on Google and Facebook, the first analysis of “Leads by Channel” showed a clear advantage for Paid Social ads in terms of lead generation over Paid Search ads.

A few weeks into the analysis, it became clear that the Paid Search channel was more efficient at driving revenue, even with a lower number of leads than the Paid Social channel, which led to the decision to boost your investment in the Paid Search strategy.